Merge pull request #55574 from Expensify/muttmuure-add-CSV-Upload

Update Create-expense-categories.md to include CSV upload

Author: muttmuure

docs/articles/new-expensify/workspaces/Create-expense-categories.md

@@ -54,6 +54,36 @@ To delete a category,
 
 {% include end-selector.html %}
 
+# Upload expense categories via CSV
+
+To upload expense categories via a CSV file:
+
+{% include selector.html values="desktop, mobile" %}
+
+{% include option.html value="desktop" %}
+1. Click your profile image or icon in the bottom left menu.
+2. Scroll down and click **Workspaces** in the left menu.
+3. Select the workspace you want to upload categories to.
+4. Click **Categories** in the left menu.
+5. Click the 3-dot menu in the top right corner and select **Import Spreadsheet**.
+6. Ensure your spreadsheet is formatted with all required columns, even if you do not plan to use them all.
+7. To obtain an example file, click the 3-dot menu again and select **Download CSV**.
+8. After preparing your file, upload the CSV by following the prompts and save your changes.
+{% include end-option.html %}
+
+{% include option.html value="mobile" %}
+1. Tap your profile image or icon in the bottom menu.
+2. Tap **Workspaces**.
+3. Select the workspace you want to upload categories to.
+4. Tap **Categories**.
+5. Tap the 3-dot menu in the top right corner and select **Import Spreadsheet**.
+6. Ensure your spreadsheet is formatted with all required columns, even if you do not plan to use them all.
+7. To obtain an example file, tap the 3-dot menu again and select **Download CSV**.
+8. After preparing your file, upload the CSV by following the prompts and save your changes.
+{% include end-option.html %}
+
+{% include end-selector.html %}
+
 # Enable or disable categories
 
 Once you have manually added your categories or automatically imported them from a connected accounting system, you can enable or disable the categories to determine whether they can be added to expenses.